The Electric Car, or MPG "what me worry?" Message Board

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Technology Stocks : The Electric Car, or MPG "what me worry?"

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From: Eric	1/26/2026 12:17:52 PM
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Down for The Count? No! EVs Are Still the Answer - Autoline Exclusives Autoline Network 137K subscribers Jan 23, 2026 ? Members first on January 23, 2026 John Voelcker is one of the most knowledgeable people in the media when it comes to electric vehicles. He talks about how recent U.S. policies have led many to believe the EV segment is doomed to fail, but also explains why electric vehicles will ultimately become the primary propulsion source for most vehicles. The "EV Reset" vs. Sales Collapse: Voelcker explains that record EV sales in Q3 2025 were followed by a dip in Q4 because incentives expired, pulling demand forward. He views this as a "reset" rather than a doom spiral [ 01:36]. Key Consumer Factors (Price & Range): For EVs to succeed in the mass market, they must overcome higher upfront costs (despite better total cost of ownership) and reach a "worry-free" range of roughly 300 miles [ 03:03]. The Failure of Electric Full-Size Pickups: Both speakers agree that electric trucks have struggled. Voelcker cites technical limitations in towing range [ 04:36], while McElroy points to political resistance among traditionally conservative truck buyers [ 06:12]. Normalization through Hybrids: Voelcker compares the current EV trajectory to hybrids, which took 15–20 years to be viewed as "real cars." He expects EVs to follow a similar path of gradual normalization [ 08:47]. Charging Infrastructure Realities: * Home Charging: About 80% of new car buyers have off-street parking, making home charging a viable solution for the majority [ 10:49]. Public Networks: While currently "suboptimal," reliability is improving. New consortiums like Iona (backed by eight major automakers) are adopting better branding and high-visibility locations [ 11:50]. The Used EV Hurdle: Used EV buyers are more likely to live in apartments or rely on street parking, which remains the hardest infrastructure challenge to solve [ 18:18]. Battery Chemistry Evolution: LMR (Lithium Manganese Rich): Discussed as a middle ground that offers the high energy density of expensive batteries at a cost closer to cheaper LFP (Lithium Iron Phosphate) cells [ 23:34]. Solid State Batteries: Despite significant hype (specifically mentioning a company called "Donut"), Voelcker remains skeptical, noting that solid-state technology has been "3-5 years away" for over a decade [ 24:31]. Competition with China: Chinese automakers are "hungry" and heavily subsidized (estimated at $230 billion). Voelcker notes their extreme work culture ("996" — 9 am to 9 pm, 6 days a week) as a major competitive factor [ 31:04]. Future Outlook (2030): Voelcker expects the EV sales curve to continue rising as cheaper models (like the Chevy Bolt with LFP batteries) enter the market. He predicts that by 2030, the "political" stigma will fade as fueling becomes an ingrained part of life [ 35:12]. youtube.com

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